Creating a New Project
Main Article
You have to be a 'Customer Administrator' to be able to create a new project in Worksoft SaaS.
Here is step by step instructions on creating a new project:
1. Click on the 'Projects' menu (in the Hamburger menu) while Administration is selected in the Project dropdown.
2. When on the 'Projects' Screen, click on 'New Project' button as shown:
3. Enter the Project name, description and select what project events should trigger notifications.
Option A) If you want to configure the new project yourself, follow these instructions:
- Assign yourself to the Project (by clicking on the + icon next to your name from the 'Available Users' grid on the left). Please be noted that the Customer Administrator who is creating the project will be assigned to that project by default.
- Configure the way you wish to see the Test Outcomes within Worksoft SaaS Analytics. Test Outcomes are the Quality level analytics that would give you an insight into your Test Executions. To know about the Worksoft SaaS Analytics Configuration and how to configure the hierarchy click here.
- Save & Continue Project Setup
- You should proceed first with creating an additional user that you want to be the Project Lead for the new project by following these instructions.
- Once you have created and assigned the user (as Project Lead) to the Project, you should:
- Go back to Projects home screen
- Click on 'Edit' on the project from the 'Recent Projects' screen
- Add new user to the Project and make him/her Project Lead by selecting person from the drop down
- "Save & Exit" the Project
After you create a project if at all you would want to allocate or reserve a certain capacity to the project and reserve concurrency you may do so. To know more about the capacity and concurrency allocation and deallocation, click here.